About Us
What We DoA PARTNER ON YOUR LIFE JOURNEY.
By employing innovative and dynamic wealth management tools and strategies, we assist you in reaching your financial goals, whether it’s planning for retirement, enhancing your investment returns, maximizing tax savings, or optimizing your estate plan with wealth transfer strategies and charitable giving.
About UsA TEAM THAT UNDERSTANDS YOU
We leverage decades of expertise and insights from top industry professionals and academics to craft tailored financial, tax, estate, and investment plans that meet our clients' goals. By concentrating on proven strategies that drive planning success and investment performance, we provide our clients with enduring solutions that stand the test of time.
David Wigginton
FOUNDER AND PRESIDENT
Why I became a Financial Advisor
Life is a journey with many twists and turns. It’s amazing how forks in the road and unexpected opportunities and outcomes can lead us to where we eventually end up, and frankly where we should be. Helping people has always been a part of who I am although I haven’t always recognized that. I’ve also discovered over the years that meaningful interpersonal relationship are the essence of life and are truly important to me. Being a financial advisor allows me to focus on helping people achieve their financial goals while building lasting relationships.
Early on in life I was fascinated by the world of finance and investing. At the conclusion of an internship before my senior year in college, the financial advisor I was working with recommended I learn accounting since it is the building block of finance. Coming out of college, I landed a job at a Big 4 accounting firm where I learned accounting and obtained my CPA license. From there, I went to work for Merrill Lynch as an equity research analyst where I learned how the stock market works and how institutional investors research and select stocks in which to invest. After several years as an equity research analyst, I left the corporate world to join a fin-tech startup where I was able to synthesize everything I had learned in my previous jobs and use it to help my clients make better investment, financial and accounting decisions through data-driven insights. It was at this point I realized I enjoyed helping other people solve complex problems and relished in the camaraderie built during this process.
After the fin-tech experience everything came full circle and I started my own wealth management firm. I ended up where I started and I love what I do. Being able to help others, to build meaningful interpersonal relationships, and to solve complex and constantly evolving problems is exhilarating and fulfilling on multiple levels.
If you’re interested in working with a financial advisor who is committed to helping others achieve their goals, who is interested in building meaningful and lasting relationships, and who is well-equipped to develop dynamic and robust solutions to complex financial situations and problems then schedule a time to speak with me.
Theresa Fisher
PRACTICE MANAGER
Theresa Fisher has called the Flathead Valley home for over two decades. With a strong background in recruitment and management, she brings exceptional customer service skills and a natural talent for connecting with people. Her leadership is marked by effective communication, sound decision-making, and adaptability. A dedicated mother of four, Theresa enjoys exploring Montana’s beautiful landscapes and outdoor activities. As the Practice Manager at Glacier Investment Management, she leverages her experience and enthusiasm to support her team, making her a key contributor to their success.
Tracy Bahr
CLIENT SERVICE ASSOCIATE
Tracy Bahr is a dedicated Client Service Associate at Glacier Investment Management, a role she has held since 2022. Known for her friendly demeanor and personable approach, Tracy is adept at building strong, trusting relationships with clients. Her attention to detail ensures that client needs are met with precision and care, enhancing their overall experience with the firm. Outside of work, Tracy enjoys reading, engaging in various crafting activities, and cherishing time with family, especially her young grandchildren. Tracy’s commitment to both her professional and personal life makes her a valued member of the Glacier Investment Management team.